-94.9%
INVZ vs VOO
+81.6%
-176.5%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.1% |
| 7D | +5.8% | -0.4% | +6.2% | +6.5% |
| 30D | -12.9% | -1.4% | -11.5% | -10.4% |
| 3M | -48.2% | +3.7% | -51.9% | -51.6% |
| 6M | -56.5% | +13.0% | -69.5% | -65.4% |
| YTD | -59.7% | +12.4% | -72.1% | -67.4% |
| 1Y | -81.6% | +18.6% | -100.2% | -86.5% |
| 3Y | -84.6% | +78.1% | -162.7% | -94.4% |
| 5Y | -94.9% | +82.3% | -177.2% | -98.1% |
| All | -94.9% | +81.6% | -176.5% | -98.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling